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Case study

Carbon Voice

n8n workflow that turns sales calls into structured CRM records automatically

Carbon Voice case study cover

Overview

Built a production n8n automation workflow for Carbon Voice, a voice AI platform founded by Travis Bogard. The workflow intercepts incoming call data via a webhook, runs it through an AI agent, pushes structured records directly into a CRM, and notifies the team via email.

The problem

Sales teams lose context after calls. Notes are scattered, CRM entries are incomplete or never logged, and follow-ups fall through. Carbon Voice captures the audio, but someone still has to turn that into data manually.

What it does

  • Receives call payload from Carbon Voice via webhook
  • AI agent (GPT-4o) extracts contact info, sentiment, next steps, and lead score
  • Parses the structured JSON output
  • Creates a new CRM database record automatically
  • Sends a formatted email summary to the rep

Stack

n8n, OpenAI GPT-4o, Notion CRM, Gmail, Webhook trigger

Result

Zero manual data entry after a call. Every conversation becomes a structured, searchable CRM record within seconds of the call ending.

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